Assistant Portfolio Manager

Location
Canton, Massachusetts (US)
Salary
Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
Posted
11 Jan 2022
Closes
10 Feb 2022
Ref
GPW-APM
Employment Type
Full Time
Education
Bachelors

Position:  Assistant Portfolio Manager

ASSISTANT PORTFOLIO MANAGER

Gray Private Wealth

About Our Firm:

Gray Private Wealth is an independent, privately-owned wealth management firm affiliated with the regional accounting firm, Gray, Gray & Gray. Gray Private Wealth specializes in comprehensive investment advice tailored to the complex needs and objectives of our entrepreneurial and high-net-worth clientele.

We seek a bright and ambitious candidate eager to develop a career in financial services to join our growing team. A candidate with some experience in the financial services industry is preferred but not required. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing practice. The candidate will support the firm’s client portfolio management process with direct client responsibilities and support firm operations. The successful hire will gain valuable experience in private client advisory, firm operations, and client portfolio management.   

Primary Responsibilities & Duties: Client Portfolio Management and Firm Operations

  • Play a vital role in supporting the client portfolio management team with key responsibilities servicing a growing set of high-net-worth clients
  • Support rapid growth of the client base through participation in prospect meetings, investment policy interviews, development of investment strategy and preparation of customized investment policy statements tailored to address each client/prospect’s unique objectives and considerations
  • Deliver exceptional client experience through proactive client service, adherence to routine client meetings and discussions, timely delivery of client communication and follow-up, management and oversight of ad-hoc client tasks and projects
  • Participation in firm operational initiatives and administrative activities related to reporting, trading, client-service, communication, and marketing

Desired Qualifications:

The ideal candidate will be a motivated individual dedicated to superior client service with a passion for investing with sound judgment, discretion, and moral character. We are seeking a self-starter who can work well both independently, and in a team setting, who possesses the following attributes:

  • Strong academic achievements with a bachelor’s degree in Economics, Finance, or a related field
  • Achievement CFA/CFP designation, or progress towards, strongly preferred
  • Clear and effective written and verbal communication skills
  • Ability to think creatively and strategically
  • Strong organizational skills and attention to detail
  • Ability to multi-task and prioritize competing demands in a fast-paced environment
  • Strong presence, with ability to interact with senior leadership
  • Ability to develop and maintain a strong client relationship
  • Proficiency in Microsoft Office 
  • Strong Proficiency in Excel
  • +2 Years of Experience in the Financial Services industry

Compensation:

Competitive Salary and Bonus Compensation to Commensurate with Experience

 

  • You need to sign in to save